Nano One Materials Corp (TSXV: NNO.V) has developed patented technology for the low-cost production of high performance lithium ion battery cathode materials used in electric vehicles, energy storage and consumer electronics. The processing technology enables lower cost feedstocks, simplifies production and advances performance for a wide range of cathode materials. Nano One has built...

Kandi Technologies positions itself as one of the pioneers of the EV industry in China. Kandi introduced its first EV in 2007 and now produces EVs through a joint venture with Geely, China’s largest and fastest growing non-state-owned automaker. The company is also leveraging its business model to other high growth areas including...

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CPST: Its Global Distribution Network and Marketing Strategies During COVID-19

May 11, 2020

As is the case with numerous companies in the ClimateTech sector, Capstone has been and continues to face a variety of obstacles associated with the COVID-19 pandemic. One of the key considerations that now needs to be addressed is how companies will manage their businesses on the other side of this disruption. Considerations such...

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WPRT: The Developing Global Liquified Petroleum Gas (LPG) Market

May 7, 2020

This alphaDIRECT Management Series focuses on Westport Fuel Systems and its role as a global leader in gaseous fuels for transportation, including LPG and its comprehensive set of products and systems. The report also touches on the European LPG market, along with regulatory issues and key economic drivers for LPG fuel versus gasoline. Liquified...

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ETI: Disrupting the E-Waste Recycling Industry

April 22, 2020

EnviroLeach Technologies believes it is poised to become a global leader in environmentally sustainable precious metal extraction technologies. They assert that their proprietary, patented technology offers the only cost-effective and environmentally sustainable solution for the extraction of precious metals such as gold and platinum. EnviroLeach plans to monetize its technology by the...

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GEVO - Moving Towards a Carbon Neutral Future

April 8, 2020

Gevo believes it is the leader in the development and commercialization of low carbon footprint hydrocarbons for jet fuel and gasoline and is commercially ready. The business pipeline has expanded rapidly with significant offtake agreements of 17 MGPY of hydrocarbons with marquee customers set for delivery in 2023. Regulations such as the European Green...

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XIN: Its Corporate Structure, Core Markets and Business Strategy

March 30, 2020

As a top 100 real estate developer in China, Xinyuan believes it is uniquely positioned to capture potential growth opportunities driven by three key factors. First, China is the world’s largest housing market, and they believe this market can grow rapidly in the years ahead. Housing growth can be driven by China’s...

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KNDI: General Overview, Business Strategy and Growth Prospects

March 25, 2020

Kandi positions itself as one of the pioneers of the EV industry in China. Kandi introduced its first EV in 2007 and now produces EVs through a joint venture with Geely, China’s largest and fastest growing non-state-owned automaker. Kandi’s shares have been listed on the Nasdaq for twelve years. Kandi believes it is in a...

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BLDP: Hydrogen & Fuel Cell Solutions for Transportation, Part II

March 24, 2020

The Deloitte China-Ballard joint white paper, published in 01.2020, focuses on TCO analysis of mobility applications. The white paper encompasses various transportation use cases in different parts of the globe, providing detailed cost comparisons between fuel cell electric, battery electric and internal combustion engine solutions. The white paper concludes that fuel cells will be...

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BLDP: Hydrogen & Fuel Cell Solutions for Transportation, Part I

March 17, 2020

The Deloitte China-Ballard joint white paper, published in 01.2020, focuses on TCO analysis of mobility applications. The white paper encompasses various transportation use cases in different parts of the globe, providing detailed cost comparisons between fuel cell electric, battery electric and internal combustion engine solutions. The white paper concludes that fuel cells will be...

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WPRT: The Regulatory Environment

March 3, 2020

With commercial trucks being responsible for almost 25% of the CO2 produced by all transportation, the recently implemented emission regulations in Europe were a significant milestone for the industry and the environment. The regulations are not only the toughest in the world with respect to CO2 but also include cash penalties for each vehicle...

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CPST: Its Evolving Operation Model and Cost Cutting

February 20, 2020

Capstone has been striving to execute on its profitability strategy over the past couple of years. Higher after-market revenue is critical to success, but so is streamlining operations and manufacturing to grow product margins. The company has a target product gross margin of 9% in 1Q2021 ending June 30, 2020 compared to a negative...

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BLDP: Its Manufacturing Capabilities and Production Facilities

December 17, 2019

We believe that the growing global interest in fuel cell power solutions for transportation is driven by the converging megatrends of decarbonization, renewable energy and electrification of transportation which is moving toward commercial scale. As demand and volumes grow, the manufacturing challenges are likely to increase and become an even more critical part of...

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Capstone Turbine (CPST) and the Renewable Future

December 10, 2019

A combination of increased corporate focus on ESG (Environmental, Social and Governance) principals, government policies, regulations and better economics are creating strong tailwinds for the broader renewable energy sectors. This plays very well into Capstone’s core product offerings, in our view, as they are able to effectively and economically supply power while reducing both...

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WPRT: Its Long-Term Strategic Outlook and Drivers

October 16, 2019

The market and industry for natural gas and other gaseous fuel systems technologies are at a critical point as the world is starting to recognize the urgent need to decarbonize the transportation sector. Westport Fuel Systems has a strong global presence and a leading market share both internationally and domestically through its CWI joint...

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Polar Power, Inc. and the International Telecom Market

September 4, 2019

With more than 5.4 million telecom sites globally, the international telecom market offers a significant opportunity for Polar and the company has been taking steps to accelerate the commercialization of these markets. In our view Polar has some distinct technology advantages over incumbent AC technologies and existing DC suppliers. These include the ability to...

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BLDP: Its Product Evolution

August 27, 2019

Ballard launched its new eighth generation heavy-duty fuel cell power module, part of its FCmoveTM family, in June this year, with the key objective being reduced product lifecycle cost, which is essential for commercialization and competitiveness of fuel cell electric vehicles, or FCEVs. In addition to reducing lifecycle cost, the new power module is...

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CPST: The Microgrid Opportunitity and Drivers

August 27, 2019

Capstone’s distribution network has been developing microgrid projects for many years, and the Company continues to invest to expand and compete in the market. In our opinion, some of the main advantages with microgrids are that they are compact, quiet and easy to install in multiples allowing for redundancy with less overall kWs. Capstone’s...

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BLDP: Its Strategy in China

June 10, 2019

IN FOCUS: BALLARD POWER SYSTEMS AND ITS CHINA STATEGY
The alphaDIRECT Insight
The China fuel cell market presents a tremendous growth opportunity and the country...

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POLA: Its Expansion Plans and Recent Investments in Growth

June 6, 2019

IN FOCUS: Polar Power and Its Expansion Plans and Recent Investments in Growth
The alphaDIRECT Insight
Since Polar Power’s IPO, the company has been focused...

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REGI: A Strategic Review With the New President and CEO, Cynthia J. Warner

April 16, 2019

IN FOCUS: A STRATEGIC REVIEW OF REGI'S OPERATIONS AND BUSINESS WITH THE NEW PRESIDENT & CEO, CYNTHIA J. WARNERThe alphaDIRECT Insight
This alphaDIRECT Management...

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NNO.V: Its Technology and Applications in the Energy Storage Supply Chain

April 3, 2019

IN FOCUS: NANO ONE MATERIALS CORP. AND ITS TECHNOLOGY AND APPLICATIONS IN THE ENERGY STORAGE SUPPLY CHAINThe alphaDIRECT Insight
Nano One Material has developed...

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BLDP: The Evolution of the European Fuel Cell Market

March 25, 2019

The European fuel cell market is expected to see an annual growth rate of up to 70% over the next decade and Ballard is well positioned to take advantage of this growth opportunity, in our view. The Company has operated in Europe for many years and has developed strong relationships with key partners such...

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GEVO: Avfuel Corp. and the "Fly Green Day" at the Van Nuys Airport

March 21, 2019

An important element of the “Fly Green Day” held at Van Nuys Airport on January 17 was to demonstrate that renewable jet fuel can become a main stream drop-in alternative to today’s fossil-based jet fuel. With a multi-year supply agreement in place, Gevo and Avfuel are collaborating to grow the use of Gevo’s ATJ...

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POLA: Its Corporate Structure and Business Strategy

December 18, 2018

POLA POWER, INC. and its corporate structure, organization and business strategy.
The alphaDIRECT Insight
Polar Power develops technologies and products that produce reliable energy for...

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GEVO: Its Low Carbon Ethanol

December 18, 2018

Using non-food, low carbon corn (NFLCC) as the main feedstock, Gevo produces two types of oxygenate blend stocks, ethanol and isobutanol. This alphaDIRECT Management Series focuses on low carbon ethanol and how it fits into Gevo’s short- term strategy. With its low carbon ethanol and its long-term goal to decarbonize the Luverne plant, Gevo...

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BLDP: Its Work in the Area of Unmanned Vehicles

October 10, 2018

Ballard’s advanced hydrogen fuel cell technology enables UAVs to fly approximately three times longer than with the leading battery systems. By decreasing the cost for users by as much as 90%, together with a growing commercial market, in our view Ballard is creating a clear competitive advantage within the commercial unmanned vehicle market.

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REGI: Its Technology Roadmap

October 2, 2018

We believe REG has industry leading technology including the ability to work with a wide range of feedstocks. Specifically, the company has the ability to use lower cost feedstocks as well as those with less carbon intensity. In our view, feedstock flexibility as well as the ability to produce consistency in quality are critical...

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NovoCarbon and the Demand Drivers For The Market

September 27, 2018

IN FOCUS: NOVOCARBON, INC. (GLKIF) AND THE DEMAND DRIVERS FOR THE MARKET AND THE GROWING BATTERY AND ENERGY STORAGE INDUSTRY.
The alphaDIRECT Insight
With a...

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WPRT: Its Independent Aftermarket Business and Delayed OEM Solutions

September 24, 2018

Westport Fuel Systems IAM business has a global market share of approximately 25% and the company has comprehensive industry experience with a large network of independent distributors located all over the world. The company targets the development of new technologies for direct injection engines and improved selfcalibration tools to further reduce installation time and...

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alphaDIRECT

About alphaDIRECT Advisors

Our objective at alphaDIRECT Advisors is to help investors make intelligence decisions through better information. Investing in growth companies is a complicated endeavor, but can offer significant opportunities for the informed investor. The industry drivers are numerous and presents a puzzle that demands quality information flow, insight and analytics to succeed. At alphaDIRECT Advisors our focus is on three separate sub-sectors of what define as the new BioEconomy, Environmental, Social and Governance (ESG) and Emerging Growth.

Our mission is to help investors make intelligent decisions through better information. We accomplish this by providing investors with the perspective and clarity they need to navigate today’s investment landscape, while providing companies with an effective and credible channel to communicate with their current and potential shareholders.

alphaDIRECT Investor Content

Our investor intelligence content is created to help investors better understand a company’s key drivers including industry dynamics, technology, strategy, outlook and risks as well at the impact they could have on the stock price.

alphaDIRECT Portfolio Companies

We look for companies in the new BioEconomy, Environmental, Social and Governance (ESG) and Emerging Growth sectors that create breakthrough value propositions in high-growth market segments. This includes emerging technologies as well as those redefining more mature industries with new and innovative products and services.